AI for Accounting Practices

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BOMA

Email and social campaign platform for accounting and bookkeeping firms with a weekly-updated content library and lead capture forms.

Visit bomamarketing.com

What the AI doesContent Assist AI writes and edits email campaigns and blog posts and personalises content-library articles to the firm's tone; AI prompt library
Who it servesSolo practitioners, Small CPA firms, Bookkeeping practices
Starting price$58/mo (200 contacts, annual billing; $69 monthly)
Pricing modelSubscription by email-contact tier
Free trialYes
Best fitSolo practitioner, Small firm
CategoryMarketing, Websites & Lead Generation for Firms
Works withXero, Zapier, QuickBooks Online, Karbon, HubSpot, WordPress, The Gap, Tradify, Wolters Kluwer CCH
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

BOMA is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms and bookkeeping practices on its own site. The job it gets hired for: getting the firm found, keeping clients informed and turning website visitors into enquiries.

What it costs

BOMA starts at $58/mo (200 contacts, annual billing; $69 monthly), subscription by email-contact tier. There is a free trial.

Good to know

BOMA is an email and social campaign platform for accounting and bookkeeping firms of 1–50 staff, priced by email-contact tier from $58 USD a month on annual billing (from $69 monthly) for a 200-contact list, with tiers up to 6,400 contacts, every feature in every plan, free setup and training and multiple users free. Content Assist AI writes and edits campaigns and blog posts and rewrites the weekly-updated content library in your firm's tone; the library is written for AU, NZ and UK legislation with general global pieces for other regions, so US firms should check what's usable. 14-day trial with no card; native Xero Practice Manager/HQ integration and Zapier.

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